Webvantage blue Sapphire: Release Notice

Transcription

1 Webvantage blue Sapphire: Release Notice New in this Release Desktop Agency Settings Agency Settings is enhanced to improve the workflow and usability. The controls are more intuitive and additional options make it easier to brand Webvantage to match your agency or business theme. My Settings New menu open options have been added as an alternative to the existing options. These new options control the main application and user menus by clicking instead of mouse-over. Menus open and close on click instead Alerts of automatically, as you hover over them. o Click to open app menu o Click to open user menu New themes have been added that provide additional flexibility for standard and touch screen monitors and devices. Alert assignments are now represented with a different icon for completing the assignment so they are more distinct in both the alert main application and on the related workspace object. Added the ability to select and add multiple linked documents to an alert. Added the ability to upload a document with a comment where it can be displayed and accessed in relation to the comment. Added links back to alerts from more areas. Added additional filters to the alert inbox view to include filter by AE, filter by Manager, and other options. Changed the alert category list to a drop down list (to contain the volume of categories available). Added the ability to re-assign an alert assignment from within the Alert Inbox view without drilling down to view the alert. Bookmarks Bookmarks can be established on your most commonly accessed records and windows. Bookmarks are displayed on the Bookmarks Desktop Object. Once bookmarks are established, you can rename them. Bookmarks are available in the following areas: Alert Inbox window Alert View - individual alert records Job Jacket Search window Job Jacket individual job records Project Schedule individual schedule records Project Schedule multi-view window Project Schedule Task individual task records Estimate individual estimate records Estimate Quote - individual estimate quote records Purchase Order - individual purchase order records Expense Reports - individual expense report records Billing Approval Batch - individual billing approval batch records Employee Time Forecast individual forecast records

2 Calendar Activities may now be entered onto the Calendar and used as part of the CRM features or for any activity that needs to be scheduled outside of a project schedule. Appointments are still available but are classified as personal appointments. Activities can be used to schedule calls, meetings and to-do s which can include other staff members. Set reminders and integrate with Outlook. Document Manager New document upload tool provides enhanced capabilities. Increased the upload limit to 500 mb. Upload status is displayed. Added the ability to drag/drop files into the document list. Added the ability to attach multiple files to alerts at one time using the document upload drag/drop feature. Report Writer New datasets o Estimated Gross Income o Gross Income by Client / Gross Income Share o Media Current Status o Media Plan Data o Newspaper Order Detail o Job Purchase Order Dashboards! Create your own dashboards using datasets. Define pie charts, line charges, pivot grids, tables and more. Save them just like report writer templates. Project Summary Dataset Added the Next Milestone Due field information. Added the ability to categorize reports with user defined report categories. Report categories are established in User Defined Report Category Maintenance. User Defined Reports The User Defined Reports listing has been enhanced to display both advance and dynamic reports which can now be filtered by the new user defined report category. Report File Naming Added better file names to all standard documents that are printed in all areas. Standard file names include key data such as the form type, client and job number, where applicable. System Search This new feature that allows you to search the Webvantage application for things like jobs, schedules and alerts based on key words. Employee Expense Reports Enhanced to include new features to match new client/server application except importing (pending).

3 Timesheets Added new Stopwatch & Timesheet options (established in Agency Timesheet Settings) to control minimum time required (in minutes) and an automatic round to option which will round to a specified increment of time such as 10 or 15 minutes. Time comments can now be made required at the client level. Time comments may not be required at the agency level, but can now be set at the client level instead. Project Management Campaigns The campaign application has been enhanced to include new features that facilitate FSI production and media processing including: Ability to store default data such as ad number and market. This information defaults into media orders automatically when used. Ability to designate a master job. This is used to establish a master production job that may be used to collect charges that are shared across coop clients. Estimates Added auto-saving and other standard features to simplify data entry. Job Jacket Added the ability to create a project schedule record and enter a status and a manager at the time jobs are opened. Production Settings include the option to make the schedule record required and to set a default status. When established, the schedule record is created automatically using the default status (when entered). Job Search / Print Added the ability to check and print multiple jobs and related document at once from the job search window. The documents are printed and zipped up for easy download. Project Schedule Settings Add two new options which are used in Project Schedules: Update alert and assignment due dates when task due date changes. When this option is activated, alerts and alert assignments that are associated with tasks are updated with the task due date when it is changed on the schedule. Even if the alert does not have a due date, the alert will be updated with the revised due date when entered. When a task is completed, make the next task active. When this option is activated, as tasks are marked completed, the next task on the schedule is marked active. Project Viewpoint Added the ability to search for projects by client, project or status. Added new filter options including manager and campaign. Added the ability to see a count of open alert assignments and tasks using hover over the application icon for each project. QvA Desktop Object Added new features by request! Option to omit sales tax from the query results.

4 Group detail by function type, function heading, consolidation code or function. Added % of quote (hours) and % of quote (amount) to the detail page. New filter with additional filtering options such as manager and campaign. Added the ability to include closed jobs. Various Desktop Objects Using the My Object Definition maintenance application, you define who is included in the following My Objects: Project Viewpoint (Narrow to My Projects) My Projects My QvA Dynamic Alert Group (what makes up this group) Reports Job Version Report Based on your user defined job version templates. Media Media Planning Reports and dashboards on media planning data. Billing Billing Approval Added the Job Contact to the Billing Approval window. Finance & Accounting Employee Utilization Dashboard Added the ability to select one more months (multi select) to facilitate reporting by quarter and other options. Added the employee s department to the employee grid. Added the ability to group by department on the employee grid. Gross Income by Client & Gross Income Share Object This new object displays gross income by client and other helpful information such as the share by client and flags to help you monitor results. My Service Fee Object Displays service fee information by AE or other client manager. Various Desktop Objects Using the My Object Definition maintenance application, you define who is included in the following My Objects: My Employee Time Forecast My AR Cash Forecast My Client Aging My Direct Expense Alert

5 Maintenance Agency Timesheet Settings Added new stopwatch & timesheet options for establishing minimum time required (in minutes) and an automatic round to option which will round to a specified increment of time such as 10 or 15 minutes. Note that Client Maintenance (Advantage) includes the option to comments required by client. My Object Definitions This maintenance application allows you to define who is to be included on various my objects. Finance and Project Management objects are included and can be defined using various options. Finance Related Objects By AE or other client manager. o My Employee Time Forecast o My AR Cash Forecast o My Client Aging o My Direct Expense Alert Project Related Objects By Alert Group, Schedule Assignments, Manager or Task Assignees. o Project Viewpoint (Narrow to My Projects) o My Projects o My QvA o Dynamic Alert Group (what makes up this group) Production Settings Add two new options which are used in the Job Jacket: Require project schedule entry on new job/components. When this option is activated, a schedule record will be created automatically using the selected or default status. Default project schedule status (selection). The default status entered here will be used when creating a new schedule (whether adding a new job or adding a new schedule on an existing job). Project Schedule Settings Add two new options which are used in Project Schedules: Update alert and assignment due dates when task due date changes. When this option is activated, alerts and alert assignments that are associated with tasks are updated with the task due date when it is changed on the schedule. Even if the alert does not have a due date, the alert will be updated with the revised due date when entered. When a task is completed, make the next task active. When this option is activated, as tasks are marked completed, the next task on the schedule is marked active. Client Management Client Relationship Management (CRM) New features have been added to client and product maintenance for the purpose managing communications and activities with current and future clients. Features include: Company profile for storing identifying information about your clients and prospects that can be used for analysis. Activity summary provides an interactive tool for tracking current status and all activities. Opportunities for tracking the value of the business you are working toward. Opportunities are converted to contracts when you win the business.

6 Contracts store agreed upon rates, fees, reporting schedules and other details. Advantage sends you reminders when contract renewal dates are approaching and when required reporting is due. Scheduled Activities such as calls, to-dos, and meetings can be added to the calendar by client or project so that you can track your activities. Scheduled activities are accounted for in overall workload calculations. Time can be recorded with a single click. Analyze the results through a series of reports and dashboards designed to measure opportunities, investment and status. Program Corrections Menu Module QA ID Description